Enterprise Portal Tools & Operational Utilities Overview

1. Overview & Business Value#

SmartERP includes a comprehensive suite of external self-service portals and operational utilities that enable customers, suppliers, and external stakeholders to interact securely with back-office ERP records.

By offering 24/7 self-service access to invoices, statements, support tickets, and feedback surveys, organizations drastically reduce routine call center inquiries while improving stakeholder satisfaction.

flowchart TD
    subgraph Portals ["Self-Service Portal Frontends"]
        Cust["Customer Portal (Invoices, Orders, Projects)"]
        Vend["Vendor Portal (RFQs, Purchase Orders, Bills)"]
        Form["Dynamic Feedback Forms & Surveys"]
    end

    subgraph Security ["Security & Role Management"]
        RBAC["Portal User RBAC & Multi-Tenant Boundary"]
        Audit["Session Audit Logs & Access Telemetry"]
    end

    subgraph Operations ["Operational Utilities"]
        Health["System Health & Uptime Dashboard"]
        Export["Automated Data Export & Reports"]
    end

    Cust --> RBAC
    Vend --> RBAC
    Form --> RBAC
    RBAC --> Operations
    Operations --> Audit
    Operations --> Health

2. Prerequisites & Access Permissions#

• Required Modules: smart_backend_theme, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:10-overview-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:10-overview-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#